PipelineDeals Help Center

PipelineDeals Reporting Getting Started Guide

Webinar - Introducing Sales Reporting and Forecasting (56:25)

Welcome to PipelineDeals Reporting! We are excited to share PipelineDeals’ new reporting features with you. With these new tools, you should be able to quickly gain insights from your PipelineDeals data. Our goal is to empower you in making effective data-driven decisions in leading your team(s) to their maximum potential.

How is it designed?

Almost a year ago, we asked our customers for feedback on what would be the most impactful questions that they could ask of their data. They responded with these as their top five:

How much revenue have we closed?

Why are we losing deals?

Where are our won deals coming from?

Which types of deals are converting the best?

What are we forecasted to close?

Within each question, PipelineDeals users expressed that they would like to analyze the data in three different ways. These methods include analyzing the data over time, comparing performance between deal owners and comparing performance between different types of deals. We’ve built a set of features to support all three. As a result, you can now reach conclusions that look like:

With PipelineDeals new reporting tools, you should be able to answer questions such as:

Did Bob or Lisa win more deals last quarter?

Did we close more revenue from closing Wheaties deals or Chex Mix deals this week?

Did Jill lose more deals last month based on price or because of strong competition?

Whose team is forecasted to close more revenue next month: Maria’s or John’s team?

Sounds great! How do I get started?

To access the new reporting features, please click ‘Reports’ from the main navigation in PipelineDeals (we suggest using Google Chrome for the best experience). Or click here: